See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,339 | $138,044+63.2% | $125,339+79.8% | $134,475+67.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -17.92% | 750.33%-768.3pp | 572.05%-590.0pp | 417.96%-435.9pp |
| Employer contribution / active EE | $5,086 | $5,243-3.0% | $4,814+5.7% | $4,740+7.3% |
| Participant deferral / active EE | $15,715 | $7,799+101.5% | $7,446+111.0% | $6,400+145.6% |
| Admin fee / account holder | $1,929 | $11,571-83.3% | $10,010-80.7% | $11,426-83.1% |